See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,309 | $50,958+30.1% | $74,550-11.1% | $64,186+3.3% |
| Participation rate | 31.6% | 61.1%-29.5pp | 69.1%-37.6pp | 69.6%-38.0pp |
| Annual return | -6.22% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $553 | $1,115-50.4% | $1,961-71.8% | $2,381-76.8% |
| Participant deferral / active EE | $1,110 | $2,301-51.8% | $3,108-64.3% | $3,470-68.0% |
| Admin fee / account holder | $4,826 | $4,223+14.3% | $5,060-4.6% | $4,888-1.3% |